| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Blagrove Traveka Wealth, LLC | 4,313 | $287,824.95 | $396,709.74 | $108,884.79 | 37.83% |
Julie Beswick Advantage Trust Co | 229 | $17,757 | $21,063.42 | $3,306.42 | 18.62% |
Curtis Burkholder Bare Financial Services, Inc | 193 | $14,289.42 | $17,752.14 | $3,462.72 | 24.23% |
Kevin Stillman Evernest Financial Advisors, LLC | 8,006 | $501,885.95 | $702,606.56 | $200,720.61 | 39.99% |
Keisuke Ichihara Rakuten Securities, Inc. | 11 | $1,023 | $990.77 | -$32.23 | -3.15% |
Joshua Stipcich Tidemark, LLC | 348 | $26,984 | $30,798 | $3,814 | 14.13% |
Rob Dainard Hara Capital LLC | 4,170 | $276,865.94 | $375,091.5 | $98,225.56 | 35.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 209 | $19,437 | $19,223.82 | -$213.18 | -1.1% |
RENEE BRUNNER Elite Life Management LLC | 2,461 | $228,873 | $215,977.36 | -$12,895.64 | -5.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 22,086 | $1.54M | $1.99M | $444,382.95 | 28.76% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 238 | $22,134 | $21,531.86 | -$602.14 | -2.72% |
Neil Greenspan Fielder Capital Group LLC | 7,469 | $545,795.58 | $655,479.44 | $109,683.86 | 20.1% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,087 | $233,180.54 | $283,942.26 | $50,761.72 | 21.77% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,300 | $85,540 | $119,574 | $34,034 | 39.79% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,346 | $602,735.05 | $767,665.08 | $164,930.03 | 27.36% |
Amy Taylor Pingora Partners LLC | 10,170 | $669,186 | $920,079.9 | $250,893.9 | 37.49% |
Chris Chatto Encompass More Asset Management | 5,367 | $357,166.88 | $493,656.66 | $136,489.78 | 38.21% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 7,402 | $507,073.92 | $680,835.96 | $173,762.04 | 34.27% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 222 | $14,607.8 | $20,419.56 | $5,811.76 | 39.79% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 5,855 | $387,654.52 | $527,359.85 | $139,705.33 | 36.04% |